26

(12 replies, posted in Modules Add-on's)

It's the renderer.php module in the dashboard theme that creates the application tab list, as well as the menu

27

(4 replies, posted in Reporting)

en_NZ has GST as well. Both require the invoice to be titled 'Tax Invoice'. en_au shows the company tax reference as 'ABN Number' whilst en_NZ shows it as 'GST Number'.

You need to go to the set up tab, miscellaneous section for the reminder setup. Create each reminder with the first date it is to be displayed and the frequency that it is to be repeated.
The dashboard reminder list was intended to show a list of tasks that are due to be completed in the next day or so. When an item is ticked as completed, it resets the date to the next date it's due and removes it from the display.
I kept forgetting to send to the tax office my employee tax return that's due every month. Damn tax office in NZ does not send out reminders if you file electronically. Also, one of my users needed a reminder of all the steps involved in processing the payroll, so the reminder for that lists each step that has to be completed, from opening a new pay period, entering hours, creating direct credit file for bank, creating journals for ledger, then importing direct credits in banking system and importing journals into FA.

29

(4 replies, posted in Banking and General Ledger)

I don't think the problem is the file format in this case, but the paypal import settings in FA.  However, here are the formats that the import was written to handle:

Paypal NZ download history format:

Date, Time, Time Zone, Name, Type, Status, Currency, Gross, Fee, Net, From Email Address, To Email Address, Transaction ID, Counterparty Status, Address Status,
Item Title, Item ID, Shipping and Handling Amount, Insurance Amount, Sales Tax, Option 1 Name, Option 1 Value, Option 2 Name, Option 2 Value, Auction Site,
Buyer ID, Item URL, Closing Date, Escrow Id, Invoice Id, Reference Txn ID, Invoice Number, Custom Number, Receipt ID, Balance, Address Line 1, Address Line
2/District/Neighborhood, Town/City, State/Province/Region/County/Territory/Prefecture/Republic, Zip/Postal Code, Country, Contact Phone Number,


Paypal Australia download histry format:

Date, Time, Time Zone, Name, Type, Status, Subject, Currency, Gross, Fee, Net, From Email Address, To Email Address, Transaction ID, Counterparty Status, Address Status, Item Title, Item ID, Shipping and Handling Amount, Insurance Amount, GST, Option 1 Name, Option 1 Value, Option 2 Name, Option 2 Value, Auction Site, Buyer ID, Item URL, Closing Date, Reference Txn ID, Invoice Number, Custom Number, Receipt ID, Balance, Address Line 1, Address Line 2/District/Neighbourhood, Suburb, State/Province/Region/County/Territory/Prefecture/Republic, Postcode, Country, Contact Phone Number,


Paypal UK:

Date, Time, Time Zone, Name, Type, Status, Currency, Gross, Fee, Net, From Email Address, To Email Address, Transaction ID, Counterparty Status, Address Status, Item Title, Item ID, Postage and Packing Amount, Insurance Amount, VAT, Option 1 Name, Option 1 Value, Option 2 Name, Option 2 Value, Auction Site, Buyer ID, Item URL, Closing Date, Escrow ID, Invoice ID, Reference Txn ID, Invoice Number, Custom Number, Receipt ID, Balance, Address Line 1, Address Line 2/District/Neighbourhood, Town/City, State/Province/Region/County/Territory/Prefecture/Republic, Postcode, Country, Contact Phone Number,

Most of the differences are minor heading wording, but the import looks for specific wording in the heading, so if the Paypal download gives different formats for other countries, that could cause a problem, but as I don't have paypal accuonts for every country that paypal supports, I can't test every possible paypal format.

30

(4 replies, posted in Banking and General Ledger)

Have you selected your options in the set up tab, miscellaneous, paypal import setup screen?
You should have a bank account set up to receive all the paypal transactions. Set that account plus others for sales and withdrawals bank account in the import set up form.
I wrote this module for my own use, and although it works ok for me, I know that there are variations in the way paypal formats the transactions file in their download history section. You may find that the format for your country does not work.

31

(3 replies, posted in Reporting)

Hi Andy
I added a module 'tax report (cash basis)' to handle the payments basis. I use it for a couple of NZ companies and an Australian one. It adds an summary totals inquiry screen to the general ledger and banking menu to show the total gross or net sales and purchases and total GST collected and paid, and a detailed report to show the transactions that make up those totals.
The transactions are selected on the date the cash was received for any sale and the date payment was made for any purchases.

Alastair

32

(1 replies, posted in Modules Add-on's)

Hello Berctain
All of the dashboard widgets are located in the folder: modules/dashboard/widgets. Each widget is a separate php file and contains all the logic to render the widget, and to prompt and validate any parameters specific to it's requirements.

I think these changes may be a mistake. Google charts depends on google's servers to create the chart. By saving the google js locally you are creating a potential break if google changes their internal interfaces. At the moment the widgets dependent on google chart are using the public interface which is less likely to be broken by any changes google makes to the way they handle the chart on their side.
A similar principle applies to the jquery code. It is a third party library. If you start making changes to it, you fix it at a particular point in time. We should be able to upgrade the jquery library at any time without having to apply a set of FA changes to it.

34

(44 replies, posted in Announcements)

Sorry, I thought it would be immediately visible through Google, it's: http://code.google.com/p/fa-dashboard-module/

35

(44 replies, posted in Announcements)

I've added a project for the module and theme at code.google.com. It's called fa-dashboard-module. I regret it uses SVN for source control as that is what I know best.
A couple of issues identified by Elax have been fixed.
I've added Janusz as a joint project owner. If anyone else would like to be able to commit code changes, let me know and I'll add you.

36

(44 replies, posted in Announcements)

Hi Elax
The intention of the accordion menu was to reduce the page height and need to scroll to find a menu option. The alternative was a tree structure with a click on the category displaying a list to the right of the options within that category. I was hoping that for most usage the first category's list of items would be the most often clicked but I'm not sure that is true in practice. Perhaps it would be a good idea to make the style of the menu user configurable, and also to make the colours and style editable. You'd have to edit the file default.css in ~/themes/dashboard to change colours at the moment.

It should be reasonably easy to add new widgets. All the available ones are in the ~/modules/dashboard/widgets folder with a separate source file for each widget. The file contains a class with functions to render the widget, plus functions to prompt for and validate parameters required just for that widget. The dashboard setup screen calls the function in the selected widget class to dynamically display prompts for that widget.

In the hooks module in ~/modules/dashboard it uses a function added for the dashboard application which adds widgets to the list of available widgets in a similar fashion the add_?app_function adds modules to FA. The add_widget function receives the internal class name for the widget, a description to be displayed in selection lists, the path to the source file and a security code.

I'm not sure about the git or hg repository. I guess the core developers can choose to include it in the FA source repository if they wish.

There was a dashboard tab in an early iteration because the module adds a new application to FA. It is hidden by the dashboard theme render module (~/themes/dashboard/renderer.php). Originally, only the dashboard tab displayed widgets, but by moving the menu to the side, it made more sense to make every application tab a dashboard and hide the dashboard tab itself. I forgot to hide it from the application list in the dashboard set up form.

All the widgets are rendered on page load. It seemed too difficult to render on demand, especially in response  to widgets being minimized and maximized. At the moment it does handle a ajax call to save the changed widget settings, but refreshing individual widgets at that time seemed too hard.

Have a look through some of the supplied widgets in ~/modules/dashboard/widgets. The ones I copied from Joe's executive theme use the built-in graphics, but the daily and weekly sales widgets I wanted for my own use, do use Google Chart to display column and line charts.

I suspect that this is going to be a work in progress. It was intended to be extendable. I'm happy to help anyone to would like to make changes to it.

Alastair

Hi Joe
I think it would be good to have the option to let the account go overdrawn. I've found it a little frustrating when entering data out of sequence to find that a multi-entry payment is rejected because there is no cash in the account because I had not put in the deposits first.

38

(44 replies, posted in Announcements)

Hi Chris
I think this a FA problem prior to the current 2.3.15 release. It fails to run the update.sql during the module activation to create the database tables it needs. If you have the facilities to do so, either run the update.sql in /modules/dashboard/sql directly in a mySQL admin utility, such as phpmyAdmin or upgrade to 2.3.15 and then activate the module.

39

(44 replies, posted in Announcements)

Announcement

A new theme has been added to the installable themes and modules to provide a dashboard interface to each application tab in place of the standard menu list. Note that both the module and theme need to be installed.

The menu options have been compressed into an accordian list now displayed at all times at the left of the screen, enabling navigation between data entry and inquiry screens with the minimum of key clicks.

For new users, the dashboard area of each application tab is blank. Please select Setup, Dashboard setup, to add widgets to each application tab. Each widget can be configured to select sequence, number of items, reporting period and output type, depending on the type of data being displayed.

Within each application tab, widgets can be minimised and dragged and dropped to new positions, and the changed layout is saved to be restored the next time the user visits that tab.

The following widgets are supplied with the module:

Bank Balances

This displays a list of all the bank accounts with their balance as at today.

Bank Transactions

This widget displays  a table similar to the Bank Account Inquiry screen. In the configuration you can select which bank account, and how many days in the past and future are to be displayed.

Customers

Lists the top x customers by sales in the current fiscal year, either as a table or column chart.

Daily Bank Balances

Displays a table of a selected bank accounts balances for a specified period. It can be displayed as a table, line or bar chart.

Daily Sales

This lists the gross sales for each day of the week, as a table, line or bar chart.

Dimensions

This lists GL totals by dimension as a table or pie chart.

GL Return

This shows the total assets, liabilities, equity, income and expenses with the total return, as either a table or pie chart.

Items

Lists the top x product items either sold or manufactured, as a table or pie chart.

Purchase Invoices

Lists the top x outstanding purchase invoices as a table or column chart

Reminders

This shows a list of tasks that you can maintain by user role, with a date required and frequency. Go to Setup, Reminder Setup to define the reminder tasks for all roles. For each user, the reminder widget displays the outstanding tasks, with overdue tasks shown in red, today's tasks in blue and future tasks in black. When the user clicks on the task actioned check box, the next date for the task will be set according to it's defined frequency, and it is removed from the user's reminder list.

Sales Invoices

Lists the top x outstanding sales invoices as a table or column chart

Suppliers

Lists the top x suppliers by purchases in the current fiscal year, either as a table or column chart.

Weekly Sales

This lists the gross sales for each week, as a table, line or bar chart.

Feedback

Please address any problems to the email address in the module readme.txt file, in addition to any post to the FrontAccounting forum, as the author is not a regular at the forum.

Acknowledgements

This module/theme was developed from the suggestions of TCLim, and incorporates a lot of code from Joe Hunt's exclusive theme, with all the Javascript elements incorporating the code of many others.

40

(1 replies, posted in Report Bugs here)

Does anyone have memory leak problems with FrontAccounting? I inserted:     

    if ($show_sql)
    {
        $Ajax->activate('footer_debug');
        $sql_queries .= "<pre>Memory:".memory_get_usage()."</pre>\n<hr>";
    }

in /includes/page/footer.inc at line 36.

It shows memory steadily increasing until PHP gives an out of memory error. I am using WAMP PHP 5.3.5 on Apache 2.2.17. Logging out of FA clears memory, but even just navigating between menu pages shows the memory steadily increasing.
Any suggestions?